How to edit your directory entries www.mgiworld.com MGI website

Transcription

How to edit your directory entries www.mgiworld.com MGI website
www.mgiworld.com
Last update November 2013
MGI website
How to edit your directory entries
It is essential to get your firm’s and people’s information right. This data not only appears in
the online directory but is also exactly what will appear in the printed version which is
published at the beginning of each year.
It is each firm’s responsibility to make sure its directory information is correct.
Logging in
You need login details. If you don’t have, or have lost, a username/password combination,
please send me an email and I will set you up as a user
To login, click on the dark blue Member Login box and enter your Username and Password
and click on Login to MGI Member Area
You will be taken straight to the MGI Member Area
If you allow your browser to remember your password you will stay logged in on this
computer.
Categories of user
There are three categories of user. You can be any combination of these or none – it’s your
firm’s choice. They are defined in the the firm’s editing area (see below).
Public The person is listed with their details in the directory (online and printed) and
can be found in directory searches. Users who are not Public do not appear in search
results or the directory but can use all pages in the members’ area.
Key contact A Key Contact who is Public will be indicated as a key contact for an
office in the directory (online and printed). Key Contacts who are Public must be
senior professionals who speak English and can deal with international
business issues. All Key Contacts (public or not) receive mailshots (email circulars)
directed to the Circle, Area or Worldwide. You may use the combination Key Contact
+ not Public for staff whom you want to receive circular emails but are not to be listed
in the directory or in searches and are not expected to deal with international
business.
Firm Admin There must be one and only one Firm Admin per office. This person
can change the office details and add, remove and edit users. If you want the same
person to be admin for all your firm’s offices, you will have to add them as a user to
each office. If you have only one user allocated to an office, that user is the admin by
default.
MGI website – guide to editing directory information
Editing your information
Edit your individual information
Once logged in, click on EDIT YOUR PROFILE just above the Knowledge Hub wheel. You
will go to your individual profile, which you can edit as you please. It is essential that you
check your details and that at least your name and email You can change your username
and password to be more easily memorable if you wish. All other information is optional and
will appear in the directory if you are “Public”. Click on “Apply changes” when you have
finished. If you are a public key contact we strongly encourage you to insert a mobile phone
number.
Edit your firm’s profile
You can only edit your office details (address etc) if you are office admin user for that office
To see the office details click on the link next to “Your office at the top of your profile” or
another office if you have more than one.
If you are a firm admin for an office you can edit this information, if not you will see the
information but not be able to edit it. One of your offices is designated as the main office.
You cannot change which one – if it needs changing, please ask us.
You can edit all your firm’s info except the name. Remember to click on “Save changes”
when you’ve finished.
Edit, add and remove people (users)
Underneath the office profile you will see a list of people (MGI users) registered at that office.
Edit user
Click on their name and edit their information. If you have more than one office, these
changes will be made to their entry for all offices where they are registered in your firm (see
below).
Add a person
There are two options shown:
•
Add a new user to the system. This new person will be added to the office which you
are editing .
•
Add an existing user. This is where a person in your firm is already registered in the
system and you want them to appear in more than one office. You should be editing
the office where you want to add them.
Remove user
Click on Remove next to their name in the list of people for that office.
Note that if this user is registered in the database at more than one office, you will only
delete them from the office where you are editing.
If this user is only registered in your firm at this one office then you will delete them from the
MGI database altogether. You will get a warning message first. (Of course you can always
add them in again but you’ll have to insert all their information from fresh).
2 MGI website – guide to editing directory information
Problems or queries
If you have any questions please email Maxine Brock on [email protected].
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